Monthly, Quarterly, and Annual Reports
Budget reports are essential documents to rely on and enjoy the financial success of your business. Monthly reports include data on payroll expenses, utilities, monthly revenue, overhead costs, and monthly changes in expenses. A monthly statement will help a business owner see spending trends that can help transform the business.
Quarterly Reports are all about how a business compares its progress from year to year. Using these reports, you will be able to compare the report from the first quarter of the current year against the one from the first quarter of the previous year. Annual or yearly reports help to show how yearly purchase agreements affected a business. Using an annual budget report, you will compare the performance of your business from year to year. Using a detailed annual report, you will have an idea of how your revenue has expanded over the year.
QuickBooks Set Up
To help keep your bookkeeping simple, our team will set your business up on the QuickBooks platform. This will allow you to seamlessly keep track of your income and expenses. By creating an automated bookkeeping system for your business, you can focus on running the business and we’ll manage the bookkeeping to help keep you running efficiently.
QuickBooks Training & Consulting Services
When you first hop on to QuickBooks, it can be pretty daunting. Our team will not only set up an automated system for you, but we will also train you and your team on how to effectively use the QuickBooks tool to ensure it is being used efficiently.
Working With The Dupras Group
Coach. Plan. Advise.
A New Way 2 CPA is not a campaign its a Lifestyle. Our clients are the priority. We strive to continually earn the right to become their most trusted advisor.
Coach, Plan, Advise is a client-driven business model that builds the relationship. And with over 15 years of experience and leveraging modern technology, you will get the best results when you #justduprasit.